Morgan Stanley is seeking an ALP Execution Lead to drive strategies that strengthen client and Advisor retention during retirement transitions under the Advisor Legacy Program. You will partner with field managers, Financial Advisors, and corporate partners to deliver recommendations for retiring Advisors’ books of business to retain clients.
The role blends strategic problem-solving, data-driven insights, and cross-functional execution with opportunities for leadership and advancing strategic
#J-18808-LjbffrAdvisor Legacy Program Lead: Transitions & Retention in purchase at Unknown Company
This position is listed as full time and onsite.